Security record · archived quarter
BSSX
name pending profile ingest
21Tracked holders
0Δ holders
1.18MShares held
$30.52MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +4.7% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | -2 | 1.45M | $37.39M | — | −2 |
| Q1 2026 | 24 | +3 | 1.36M | $34.65M | +5 | −2 |
| Q4 2025 | 21 | 0 | 1.18M | $30.52M | — | — |
| Q3 2025 | 1 | — | 27.33K | $698,053 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 286.96K | — | $7.42M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 171.31K | — | $4.43M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 171.31K | — | $4.43M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 113.40K | — | $2.93M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 113.40K | — | $2.93M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Invesco Ltd. | 96.84K | — | $2.50M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 80.16K | +193.3% | $2.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 80.16K | +193.3% | $2.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 60.90K | — | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 60.90K | — | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 60.90K | — | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 56.87K | — | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Stifel Financial Corp | 47.90K | — | $1.24M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Lido Advisors, LLC | 42.80K | — | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jane Street Group, Llc | 36.69K | — | $948,594 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 32.00K | — | $827,260 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 28.90K | — | $747,287 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 21.48K | — | $555,494 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cerity Partners LLC | 19.59K | — | $506,603 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 18.49K | — | $478,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 14.36K | — | $371,192 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Captrust Financial Advisors | 13.57K | — | $350,871 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 12.63K | — | $326,523 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 11.94K | — | $308,738 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cetera Investment Advisers | 11.50K | — | $297,417 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 2.23K | — | $57,615 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 62 holders, 2.87M shares, $71.43M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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